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iShares Core 60/40 Balanced Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
326
EverSource Wealth Advisors
Alabama
$968 +$971 +18 New
HFS
327
Horizon Financial Services
North Carolina
$612 +$593 +11 New
CIAS
328
CBIZ Investment Advisory Services
Ohio
$223 +$216 +4 New
MSG
329
Main Street Group
Virginia
$55 – – –
Victory Capital Management
330
Victory Capital Management
Texas
– -$7.12M -133,818 Closed
VAS
331
Vestmark Advisory Solutions
Massachusetts
– -$3.31M -62,257 Closed
TB
332
Treynor Bancshares
Iowa
– -$1.97M -37,027 Closed
Citadel Advisors
333
Citadel Advisors
Florida
– -$779K -14,647 Closed
SAG
334
SageView Advisory Group
California
– -$700K -13,103 Closed
DADC
335
D.A. Davidson & Co
Montana
– -$527K -9,903 Closed
EAMA
336
EFG Asset Management (Americas)
Florida
– -$486K -9,131 Closed
HFS
337
Hantz Financial Services
Michigan
– -$476K -8,952 Closed
TSS
338
Two Sigma Securities
New York
– -$438K -8,229 Closed
ZIM
339
Zacks Investment Management
Illinois
– -$427K -8,032 Closed
CWM
340
C2C Wealth Management
Arizona
– -$404K -7,575 Closed
KOC
341
Koss-Olinger Consulting
Florida
– -$318K -5,971 Closed
KeyBank National Association
342
KeyBank National Association
Ohio
– -$309K -5,800 Closed
CWP
343
Corepath Wealth Partners
Arizona
– -$303K -5,787 Closed
CSPIA
344
Cary Street Partners Investment Advisory
Virginia
– -$285K -5,360 Closed
TGAM
345
TBH Global Asset Management
Tennessee
– -$273K -5,125 Closed
PAS
346
Park Avenue Securities
New York
– -$255K -4,785 Closed
CAWM
347
Capital Advisors Wealth Management
Washington
– -$250K -4,694 Closed
RIM
348
Redwood Investment Management
Arizona
– -$249K -4,673 Closed
FSG
349
Financial Strategies Group
Michigan
– -$233K -4,392 Closed
CCA
350
Cora Capital Advisors
New Jersey
– -$233K -4,385 Closed